POET Technologies Inc. targets the AI optical interconnect bottleneck with its Optical Interposer platform, aiming for scalable, cost-effective manufacturing. 2026 is poised as a critical inflection point: capital raised, manufacturing partnerships secured, and a $50M initial order signal readiness for production ramp. POET's addressable market is projected to exceed $33B by 2031; even modest scaling could yield significant upside, with potential for 10x returns over 5–6 years.